Desktop printing configuration workflow

To set up Desktop printing on each user workstation that prints to a device not managed by a DRE Print Server, do the following:

  1. Install the Desktop Printing Utility on the user workstation. Run the Equitrac Client Installer and select the Desktop Printing feature.
  2. Send a test page from the workstation to populate System Manager automatically. The first time you print from a workstation to a local device, the device is registered automatically in Devices > Workstation Devices.
  3. Set the device properties. In Devices > Workstation Devices, click on a local device to view the Workstation summary dialog box. Change the Name, Description, and if required, apply pricing parameters.

    You can apply a default price list or a primary and optional secondary price list as needed. See Basic Print/Copy Price Lists or Advanced Print/Copy price lists to create price lists.

  4. Create rules that limit access to the local printer. You can limit the users who are permitted to print to this printer. See Create desktop print rules. These rules also allow you to limit access to the printer based on job attributes.
  5. Select any applications that are excluded from Desktop Print tracking. Set system-wide exclusions to desktop print tracking. Exclusions are specific applications that you do not want to track output for.